Charlene Birdsall CPA CMA CIM RIAC CFP

Wealth Advisor and Portfolio Manager
National Bank Financial Wealth Management

popup medal icon RIA: Certified

With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.

Services Offered in RI
  • Succession planning
  • Charitable giving
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Manitoba
  • Ontario
  • Saskatchewan